Direct sales CRM

CRM specialized in selling from direct contact with clients. Advanced contact scheduling, order management, and sending to clients automatic order order suggestions based on previous orders. Email and Whatsapp cloud integrations.

Designed to enhance efficiency, improve client engagement, and optimize your overall workflow, the platform is the ultimate CRM solution for businesses looking to elevate their operations.

Who is it for

Our CRM app is a powerful tool designed to optimize order and client management for businesses of all types. Whether you run an online store, a physical retail outlet, or a service-based business, our platform helps you efficiently manage customer relationships and orders.

The platform offers seamless integration with WordPress through WooCommerce, enabling smooth inventory and order management. For invoicing, it works with Oblio, offering support for e-Factura and other automated invoicing tasks to streamline your accounting processes.

One of its key capabilities is integration with WhatsApp Business, which facilitates efficient client communication using complex templates. You can schedule and automate client interactions directly through the platform, and generate new order suggestions based on previous data.

Benefits

  • Automated client interactions with pre-defined email and WhatsApp templates for streamlined communication
  • Improved client relationships with real-time messaging and personalized order suggestions
  • Automated completion and management of client data
  • Intuitive, user-friendly design for an enhanced overall experience
  • Secure authentication and role-based access control to protect sensitive information
  • Tools for efficiently searching and filtering data or documents

Features

  • WordPress integration for efficient inventory and order management through WooCommerce
  • Integration with Oblio for effective invoicing management
  • Customizable email templates
  • WhatsApp Business integration for managing client communication, including images, documents, and complex templates
  • Manual and automated data synchronization to maintain up-to-date information across platforms
  • Comprehensive logging system for tracking and reviewing platform activities

Get in touch, and let's start inovating!

Let's have a chat